Sigma Planning Corp’s Coca-Cola Femsa KOF Stock Holding History

Sigma Planning Corp’s Portfolio KOF Stock Details KOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,444	Closed	-$588K	–	1426
2021 Q3	$588K	Sell	10,444 -1,401	-12%	-$78.4K	0.02%	744
2021 Q2	$627K	Sell	11,845 -1,553	-12%	-$76.4K	0.02%	733
2021 Q1	$619K	Buy	13,398 +5,165	+63%	+$237K	0.02%	686
2020 Q4	$380K	Buy	+8,233	New	+$358K	0.01%	790

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Sigma Planning Corp's KOF Position: Q4 2021 in Review

Sigma Planning Corp sold out of Coca-Cola Femsa (KOF) in Q4 2021, closing a stake of 10,444 shares — an estimated $588K sold.

Sigma Planning Corp first reported a position in KOF in Q4 2020 and held it in 4 quarters. The position peaked at $627K in Q2 2021. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

Sigma Planning Corp reported no remaining Coca-Cola Femsa position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 10,444 Coca-Cola Femsa shares in Q4 2021, an estimated $588K.
Sigma Planning Corp first reported a position in Coca-Cola Femsa in Q4 2020 and held it in 4 quarters.
Sigma Planning Corp's Coca-Cola Femsa position peaked at $627K in Q2 2021.
152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.